WTAS TAX REDUCTION INVESTMENT PLAN
Plan Contact
- Address: 100 FIRST STREET, SUITE 1600,SAN FRANCISCO,CA
- Contact person: STEPHEN CORRICK
- Phone: (213) 593-2383
Plan General Information
WTAS TAX REDUCTION INVESTMENT PLAN Total Retirement Plan Assets
At the end of 2013, the total retirement plan assets of WTAS TAX REDUCTION INVESTMENT PLAN is $75,343,390.00.This plan was established in 2008.
WTAS TAX REDUCTION INVESTMENT PLAN Total Number of Retirement Plan Participants
At the end of 2013, the total number of retirement plan participants in WTAS TAX REDUCTION INVESTMENT PLAN is 842
WTAS TAX REDUCTION INVESTMENT PLAN Average Participant Retirement Account Value
In 2013, the average participant retirement account value for WTAS TAX REDUCTION INVESTMENT PLAN is $89,481.00
WTAS TAX REDUCTION INVESTMENT PLAN Estimated Average Employee Contribution Amount
In 2013, the estimated average employee contribution amount per participant for WTAS TAX REDUCTION INVESTMENT PLAN is $11,386.00.
WTAS TAX REDUCTION INVESTMENT PLAN Estimated Average Employer Match
In 2013, the estimated average employer match for an employee in WTAS TAX REDUCTION INVESTMENT PLAN is approximately $836.00
Investing in this additonal $836.00 for 20 years would give you extra $53,530.00, assuming a 10% annual return.
Investing in this additonal $836.00 for 20 years would give you extra $53,530.00, assuming a 10% annual return.
WTAS TAX REDUCTION INVESTMENT PLAN Total Employer Contribution and Match Rate
In 2013, WTAS TAX REDUCTION INVESTMENT PLAN allocates $704,267.00 to match its employees' contributions, providing an employer match rate of 14.69% of their contributions
WTAS TAX REDUCTION INVESTMENT PLAN Total Retirement Plan Asset Growth Rate
In 2013, the total retirement plan asset growth rate of WTAS TAX REDUCTION INVESTMENT PLAN is 26.08%.
WTAS TAX REDUCTION INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2013, the estimated aggregate retirement account investment gain/loss for WTAS TAX REDUCTION INVESTMENT PLAN is 22.68%. This measures the effectiveness of the plan participants' investments in the year.
WTAS TAX REDUCTION INVESTMENT PLAN Expense Ratio
In 2013, the investment and administrative expense ratio of WTAS TAX REDUCTION INVESTMENT PLAN is 0.03%.
Enrollment Features
WTAS TAX REDUCTION INVESTMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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